Webinar: CCH Workflow - Job based workflows

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Event description
Join our experts to learn how you can implement the CCH Workflow tool to control and manage your compliance processes

About this Event

Join this 1.5 hour webinar to see a full demonstration of how to introduce the CCH Workflow tool to control compliance processes including, any cyclical process, such as Payroll, VAT returns, Accounts, which are repeated either annually, quarterly, monthly or weekly.

This course will cover the benefits of using CCH Workflow to create a unified tracking and reporting tool across the practice, how to setup and use the built-in workflow templates for jobs, and show alternative reporting views of workflow.

Course content

  • Why use CCH Workflow for tracking recurring compliance processes?
  • Choosing the appropriate workflow template
  • Preparing your system for job based workflows
  • Starting a job based workflow
  • More advanced use of the workflow homepages

Your presenters will be Wolters Kluwer Professional Services Consultants who combine deep product knowledge and training expertise with real-world experience of accounting and tax. During this webinar you will also have the opportunity to ask our experts questions to address your common user issues.

Who should attend?

This course is designed for Managers and System Administrators who wish to introduce workflows to control compliance processes.

Unable to make this date?

Email our Professional Services team to discuss on-site training options or suggestions for future events and locations.

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